Aleta Tate
St. Louis,MO
Summary
Experienced problem-solver with strong leadership and motivational abilities. Skilled in customer relations and relationship-building, resulting in strong connections with clients. Proficient in independent decision-making and sound judgment to drive company success. Dedicated to using training, monitoring, and morale-building skills to enhance employee engagement and boost overall performance within the organization.
Overview
24
24
years of professional experience
Work History
Insurance Broker
Primerica
08.2018 - Current
- Assess client needs and provide personalized insurance solutions, including life insurance, auto insurance, and home insurance.
- Build and maintain strong relationships with clients, providing exceptional customer service and addressing their insurance-related concerns.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients' unique situations.
- Utilize strong sales and negotiation skills to effectively communicate the value of insurance products and close deals with clients.
- Participate in ongoing professional development, staying current with insurance best practices and emerging industry trends to better serve clients.
- Collaborate with underwriters and claims professionals to ensure smooth policy processing and claims resolution.
- Develop and implement effective sales strategies to penetrate new markets and expand the client base.
- Maintain accurate records of client interactions, policies, and transactions using CRM systems.
- Adhere to industry regulations and ethical standards, prioritizing clients' best interests and maintaining a high level of confidentiality
- Improve client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
Owner
Comfort Zone Early Childhood Center
06.2000 - 03.2023
- Successfully opened, managed and led the overall operation of a thriving daycare center, ensuring compliance with state and local regulations for 23 years.
- Hired, trained, and supervised a team of dedicated staff members, fostering a positive work environment and maintaining high-quality care standards.
- Developed and implemented educational programs that promoted the physical, emotional, and intellectual growth of children.
- Maintained strong relationships with parents, providing regular communication, addressing concerns, and fostering a sense of community.
- Managed the daycare center's budget, handled financial oversight, and ensured efficient billing and payroll processes.
- Maintained a clean, safe, and stimulating environment for children, with oversight of facility maintenance and necessary repairs.
- Implemented effective marketing strategies to attract new families and consistently met full enrollment capacity goals.
- Stay updated on industry trends and best practices in early childhood education to continually improve the center's offerings.
- Developed and implemented effective policies and procedures to maintain a safe and nurturing environment for children, while ensuring compliance with licensing regulations.
- Built and maintained strong relationships with parents and families, effectively addressing their concerns and ensuring open lines of communication.
Education
Early Childhood Development
Forest Park Community College
Saint Louis, Mo01.2023
Skills
- Marketing
- Relationship Building
- Sales
- Negotiation
- Business Acumen
- Problem-Solving
- Sales Presentations
- Claims Handling
- Life, auto and health insurance
- Policy coverage expert
- Risk Mitigation
- Client relations expert
- Customer Service
- Training/ Development
Timeline
Insurance Broker
Primerica
08.2018 - Current
Owner
Comfort Zone Early Childhood Center
06.2000 - 03.2023
Early Childhood Development
Forest Park Community College